Cantor Fitzgerald Investment Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $99.5K | Hold |
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|
2024
Q3 | $107K | Hold |
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|
2024
Q2 | $102K | Hold |
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|
2024
Q1 | $106K | Hold |
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|
2023
Q4 | $105K | Buy |
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|
2022
Q1 | $176K | Hold |
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|
2021
Q4 | $194K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $205K | Buy |
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|
2021
Q1 | $111K | Hold |
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|
2020
Q4 | $111K | Sell |
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|
2020
Q3 | $156K | Hold |
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|
2020
Q2 | $156K | Hold |
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|
2020
Q1 | $153K | Hold |
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|
2019
Q4 | $162K | Hold |
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|
2019
Q3 | $162K | Hold |
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|
2019
Q2 | $154K | Hold |
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|
2019
Q1 | $146K | Hold |
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|
2018
Q4 | $139K | Hold |
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|
2018
Q3 | $143K | Hold |
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|
2018
Q2 | $145K | Hold |
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|
2018
Q1 | $142K | Buy |
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|
2017
Q4 | $115K | Hold |
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|
2017
Q3 | $119K | Hold |
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|
2017
Q2 | $115K | Buy |
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